Clients
50 South Capital Advisors serves 139 clients, 126 of them pooled investment vehicles. The average client has about $116 million with the firm.
- Pooled investment vehicles126 clients92%
- Pension and profit-sharing plans5 clients3%
- OtherInvestment companies, Charitable organizations, State or municipal government entities, Sovereign wealth funds and foreign official institutions, Corporations and other businesses5%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $297,741,675 | 1.9% | $297.7M |
| Pooled investment vehicles | 126 | $14,807,059,495 | 92.1% | $117.5M |
| Pension and profit-sharing plans | 5 | $411,092,041 | 2.6% | $82.2M |
| Charitable organizations | 2 | $86,520,453 | 0.5% | $43.3M |
| State or municipal government entities | 2 | $294,314,075 | 1.8% | $147.2M |
| Sovereign wealth funds and foreign official institutions | 2 | $103,398,502 | 0.6% | $51.7M |
| Corporations and other businesses | 1 | $72,231,636 | 0.4% | $72.2M |
| Total | 139 | $16,072,357,877 | 100% | $115.6M |
- Clients
- 1
- Regulatory AUM
- $297,741,675
- Share
- 1.9%
- Avg. per client
- $297.7M
- Clients
- 126
- Regulatory AUM
- $14,807,059,495
- Share
- 92.1%
- Avg. per client
- $117.5M
- Clients
- 5
- Regulatory AUM
- $411,092,041
- Share
- 2.6%
- Avg. per client
- $82.2M
- Clients
- 2
- Regulatory AUM
- $86,520,453
- Share
- 0.5%
- Avg. per client
- $43.3M
- Clients
- 2
- Regulatory AUM
- $294,314,075
- Share
- 1.8%
- Avg. per client
- $147.2M
- Clients
- 2
- Regulatory AUM
- $103,398,502
- Share
- 0.6%
- Avg. per client
- $51.7M
- Clients
- 1
- Regulatory AUM
- $72,231,636
- Share
- 0.4%
- Avg. per client
- $72.2M
Total
- Clients
- 139
- Regulatory AUM
- $16,072,357,877
- Share
- 100%
- Avg. per client
- $115.6M
What it does
50 South Capital Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, fixed fees and performance-based fees.
50 South Capital Advisors advises 126 private funds.
100.0% of assets ($16.07B across 139 accounts) are managed with discretion. 22% of clients are outside the U.S., and 2 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds100%
Custodians
50 South Capital Advisors has custody of $14.81B for 119 clients.
- All other custodians$16.07B100%
Ownership and leadership
Northern Trust Corporation owns 75% or more of 50 South Capital Advisors, and Robert Morgan is its CEO.
- Owns 75% or more of 50 South Capital Advisors, LLC
Northern Trust Corporation
Control person · since January 2015
Leadership
- Robert MorganChief Executive Officer/Elected Manager
- Jeffrey ButhChief Financial Officer/Elected Manager
- Antonio MuinosChief Compliance Officer
- Archana KumarElected Manager
- Joseph McInerneyElected Manager
- Justin RedekerGeneral Counsel
- Christian RothElected Manager
Staff
- 68 employees
- 43 in advisory functions
- 8 broker-dealer reps
- 1 soliciting firm
Fees
50 South Capital Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
50 South Capital Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, 50 South Capital Advisors has 4 offices, with 5 listed addresses across 5 states.
California · 1 listed address
- 580 California Street, San Francisco
Connecticut · 1 listed address
- 301 Tresser BLVD, Stamford
Illinois · 1 listed address
- 50 S Lasalle Street, ChicagoHQ
Indiana · 1 listed address
- 55 Monument Circle, Indianapolis
North Dakota · 1 listed address
- 122 1/2 Broadway North, Fargo
Registration details
- Legal name
- 50 South Capital Advisors, LLC
- Headquarters
- 50 S Lasalle Street, Chicago, IL 60603-1008
- Phone
- 312-557-1998
- Website
- www.50southcapital.com
- SEC file
- 801-81046
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does 50 South Capital Advisors have?
50 South Capital Advisors has 139 clients and manages $16.1 billion for them, as of March 2026. They include 126 pooled investment vehicles, 5 pension and profit-sharing plans and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does 50 South Capital Advisors offer?
50 South Capital Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does 50 South Capital Advisors have?
50 South Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 68 employees, and 43 perform investment advisory functions. 8 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 50 South Capital Advisors invest in?
At the end of its last fiscal year, 50 South Capital Advisors’ separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 126 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 50 South Capital Advisors?
50 South Capital Advisors’ direct owner is Northern Trust Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does 50 South Capital Advisors get paid?
50 South Capital Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file